Forms necessary for the executor of an estate to file on behalf a decedent party include a final 1040 income tax return, along with any amendments involving real estate or gift taxes and distributions to beneficiaries, explains the Internal Revenue Service. A listing of all necessary tax forms is available on IRS.gov.Continue Reading
In New York, an original copy of the will and a certified copy of the death certificate must also be filed with the probate court in the county where the decedent lived, explains the New York State Unified Court System. The government website also cautions that although having an attorney is not necessary for the executor to settle the estate, it is advisable. Proceedings may unexpectedly become extremely complex and having an attorney can help in getting through the process with as little trouble as possible.
A lawyer is also aware of all the forms that must be completed and filed. If an executor decides to handle estate proceedings without a lawyer, says the New York State Unified Court System, information on necessary forms can be obtained by calling the surrogate court in the appropriate county. The Association of the Bar of the City of New York points out, however, that if the original will is located in a safe deposit box, the estate executor often has to hire a lawyer to file an order with the court to have the box opened so the will can be retrieved.Learn more about Financial Planning